A missed message is a missed booking.
An inquiry in your Instagram requests. A price you agreed on a call and never wrote down. A “can we add an album?” on WhatsApp, buried under the family group. Each one is small, until it’s the client who booked someone else.
Ask what you agreed. Get the answer with the receipts.
Price quoted, contract sent, deposit paid, what was promised on the call. Ask ChatGPT or Claude about a client and it answers from your own messages, mails, call transcripts and files, and shows you where each point came from.
- Each person becomes a client with a history: no forms, nothing to type in
- Record calls on your computer and get a transcript and a short summary
- Draft a reply with the whole history in front of it. You press Send
- Works in the ChatGPT or Claude you already use
Hundreds of documents. Ask them like a colleague.
Advisors and consultants work from data rooms, old mail archives and scanned contracts. Add the folder a client shares with you and your own archives, and Claude can answer from all of it: scans read on your computer, and Outlook archives from years ago.
- Folders clients share with you in OneDrive, read without downloading them
- Scanned deeds and contracts read on your computer, in the background
- Outlook archives (.pst) and saved emails (.msg) searchable too
- Every answer names the documents it came from
Know who’s waiting before you open a single app.
A short brief opens each morning: who’s waiting for an answer, what you promised, and what to know before today’s calls. A few minutes before each call, a meeting brief is ready too.
- Unanswered inquiries from every channel, in one list
- Promises you made, with a link to where you made them
- A brief before every client call
- Written on your ChatGPT plan, or on your own computer
Two clients are waiting on you, and the Studio Nord call at 11:00 is the one to prepare for.
Waiting on me
- Clara Bergmann asked about a printed album. You promised samples on your call.WhatsApp · Clara15 Oct
- anna.and.ben asked if 14 June is free. Your calendar is.Instagram15 Oct
Today’s meetings
- 11:00 Studio Nord: headshots for 6 people before the 30th. Tom mentioned a €1,500 budget.Team headshots14 Oct
Coming up
- Your quote to Café Lindgren for the winter menu expires Friday.quote_winter.pdf2 Oct
Where your clients come from. And your receipts at tax time.
Your conversations already know which channel each client came through and who actually booked. Ask, and see what’s worth your time. When tax time comes, ask for the quarter’s invoices and receipts and get the list, gaps included.
- Where inquiries started, and which ones turned into bookings
- Invoices and receipts from mail and your folders, together
- Scans and phone photos of receipts read on your computer
- Answers you can check, with every source listed
Wherever your clients write to you.
More connectors arrive over time · request one on GitHub
Your clients trust you. Not a cloud tool.
Everything KIAgent gathers stays on your computer. When you ask your AI about a client, only what the answer needs goes to it, and every lookup is on the record.
Your AI asked
every request, on this machineEvery request is recorded on this machine. Revoke an app’s access in one click.
The questions a skeptic actually asks.
The same memory, for other jobs.
Free is the whole product.
The app does everything on your own machine, for nothing. The only paid option exists for one reason: reaching your machine from somewhere else.
Free
- Connect any number of sources
- Messages, People, Calendar and Transcripts
- Morning and meeting briefs, on your ChatGPT plan or a local model
- Search from every AI tool on your computer
- Local index · no limits · no telemetry
- Open source (MIT)
Remote $5/mo FREE
- Reach your machine from your phone
- ChatGPT and Claude on the web, from anywhere
- A personal address like you.localkiagent.com
- Cancel anytime · your local app stays free
Run the business. Let it remember the clients.
Every client, every promise, on your own computer.